Yolanda Copeland
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCJan 2024 to now
- Cetera Wealth Services, LLCJan 2024 to now
- UnemployedMay 2023 to Jan 2024
- Allgen Financial Advisors, IncMay 2021 to Apr 2023
- Raymond James & Associates, Inc.May 2019 to Apr 2021
- Soliarena, LLCNov 2008 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2974052
- Firm CRD
- 105644